CMP
Craig M. Pesce Portfolio
Invests via Marshall & Sterling Wealth Advisors Inc. | Managed by Craig M. Pesce
Invests via Marshall & Sterling Wealth Advisors Inc.
Managed by Craig M. Pesce
Automatically Tracked
Veteran investment executive with experience spanning private equity, corporate finance and operational turnarounds, often advising on deal execution, portfolio management and governance. Craig M. Pesce brings a market-focused approach to sourcing and structuring middle-market buyouts, growth equity and distressed opportunities, with hands-on experience driving operational improvements and capital allocation decisions. Frequently serves on boards and investment committees, contributing strategic oversight and exit planning. Background combines investment banking and operating roles with an emphasis on value creation across cyclical sectors.
Veteran investment executive with experience spanning private equity, corporate finance and operational turnarounds, often advising on deal execution, portfolio management and governance. Craig M. Pesce brings a market-focused approach to sourcing and structuring middle-market buyouts, growth equity and distressed opportunities, with hands-on experience driving operational improvements and capital allocation decisions. Frequently serves on boards and investment committees, contributing strategic oversight and exit planning. Background combines investment banking and operating roles with an emphasis on value creation across cyclical sectors.
Investment Philosophy & Strategy
Combines private equity rigor with operational practitioner instincts to pursue middle‑market buyouts, growth equity and selective distressed situations. Focuses on sourcing differentiated deal flow, structuring covenants that align incentives, and driving 12–60 month to multi‑year value creation through operational turnarounds, margin expansion and strategic bolt‑on acquisitions. Emphasizes active board engagement, disciplined capital allocation, downside protection and cyclical sector expertise. Decision making blends fundamental underwriting, scenario‑based downside stress tests and hands‑on governance to accelerate exits that realize value for stakeholders.
Combines private equity rigor with operational practitioner instincts to pursue middle‑market buyouts, growth equity and selective distressed situations. Focuses on sourcing differentiated deal flow, structuring covenants that align incentives, and driving 12–60 month to multi‑year value creation through operational turnarounds, margin expansion and strategic bolt‑on acquisitions. Emphasizes active board engagement, disciplined capital allocation, downside protection and cyclical sector expertise. Decision making blends fundamental underwriting, scenario‑based downside stress tests and hands‑on governance to accelerate exits that realize value for stakeholders.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
20.74%
Gain -0.14%
Monthly
0.95%
Yearly
11.98%
Drawdown
15.72%
$171.51M
Equity
Holdings
$171.51M
Investment
$147.83M
$28.97M
Profit -$247,303.76
Realized
$5.29M
Unrealized
$23.68M
Dividends
$5.47M
Goals
Avg. 57% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.14%
Profit
-$247,303.76
Win %
70%
This Week
Compared To Last Week
Gain
-0.14%
Profit
-$247,303.76
Win %
70%
This Month
Compared to last month
Gain
1.73%
Profit
$2.92M
Win %
70%
This Year
Compared to last year
Gain
0.7%
Profit
$1.35M
Win %
70%
AMZN Amazon.com Inc
+15.32%
+$113,688.05 
ETN Eaton Corporation plc
+7.32%
+$43,059.51 
GOOG Alphabet Inc
+6.88%
+$23,383.46 
GOOGL Alphabet Inc
+6.73%
+$36,828.33 
ANET Arista Networks, Inc.
+5.46%
+$35,360.72 
FTNT Fortinet Inc.
+4.99%
+$269.5 
SOLS Sollensys Corp
+4.84%
+$30.58 
CBOE Cboe Global Markets Inc.
+4.62%
+$29,065.24 
AIRJW Power & Digital Infrastructure Acquisition II Corp. Warrant
+3.74%
+$80 
MOD Modine Manufacturing Company
+3.69%
+$71.5 
META Meta Platforms Inc Class A
+3.28%
+$1,096.16 
WBD Warner Bros. Discovery, Inc.
+3.26%
+$365.2 
CRWD CrowdStrike Holdings, Inc.
+3.04%
+$23,665.44 
MSFT Microsoft Corp.
+3.02%
+$38,544.57 
LITE Lumentum Holdings Inc.
+2.99%
+$207 
BCPC Balchem Corporation
+2.97%
+$16,301.25 
NVDA NVIDIA Corporation
+2.93%
+$34,968.08 
LDOS Leidos Holdings Inc.
+2.84%
+$551.87 
ABAT American Battery Technology Company
+2.45%
+$63.2 
MRVL Marvell Technology, Inc.
+2.32%
+$826.44 
OLB Olb Group Inc.
+2.31%
+$5.94 
CSCO Cisco Systems, Inc.
+2.14%
+$626.94 
KEYS Keysight Technologies, Inc.
+2.04%
+$798.75 
CIBR First Trust NASDAQ Cybersecurity ETF
+2.01%
+$11,609.36 
OKE ONEOK, Inc.
+1.95%
+$174 
JCI Johnson Controls International plc
+1.93%
+$155.68 
INVZ Innoviz Technologies Ltd.
+1.9%
+$3.2 
IONQ IonQ, Inc.
+1.87%
+$100.5 
CRM Salesforce Inc
+1.83%
+$82.75 
ORCL Oracle Corporation
+1.81%
+$332.64 
FLEX Flex Ltd.
+1.64%
+$1,656 
XTL SPDR S&P Telecom ETF
+1.57%
+$5,755.53 
VZ Verizon Communications Inc.
+1.52%
+$238 
LMT Lockheed Martin Corporation
+1.5%
+$9,708.75 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+1.44%
+$167.04 
NOC Northrop Grumman Corporation
+1.43%
+$206.01 
GE General Electric Company
+1.42%
+$784.68 
RRX Regal Rexnord Corporation
+1.3%
+$34.32 
CGUS Capital Group Core Equity ETF
+1.29%
+$8.55 
VSH Vishay Intertechnology Inc.
+1.27%
+$17.2 
CMCSA Comcast Corp
+1.23%
+$78.3 
COP ConocoPhillips
+1.22%
+$4,866.2 
HACK Amplify Cybersecurity ETF
+1.2%
+$29.21 
WFC Wells Fargo & Company
+1.19%
+$545.7 
HONA Honeywell Aerospace Inc.
+1.18%
+$1,517.34 
AMAT Applied Materials, Inc.
+1.18%
+$477.9 
TNL Travel + Leisure Co.
+1.13%
+$45.9 
VUG Vanguard Growth ETF
+1.1%
+$44,315.43 
FDMT 4D Molecular Therapeutics, Inc.
+1.09%
+$11 
Z Zillow Group Inc.
+1.04%
+$283.5 
XLE Energy Select Sector SPDR Fund
+1%
+$16.52 
QUBT Quantum Computing Inc.
+1%
+$16 
ADP Automatic Data Processing Inc.
+0.98%
+$1,401.18 
VWO Vanguard FTSE Emerging Markets ETF
+0.96%
+$51.52 
ARKQ Ark Autonomous Technology & Robotics ETF
+0.96%
+$186.39 
SUN Sunoco L.P.
+0.95%
+$433.44 
TCNNF Trulieve Cannabis Corp.
+0.93%
+$4 
XSD SPDR S&P Semiconductor ETF
+0.92%
+$850.56 
VERU Veru Inc.
+0.9%
+$1.9 
ACM Aecom
+0.88%
+$207.9 
SCHW Charles Schwab Corporation
+0.87%
+$3,217.76 
IBM International Business Machines Corporation
+0.86%
+$12,815.97 
IWY iShares Russell Top 200 Growth ETF
+0.85%
+$239.99 
GEV GE Vernova Inc.
+0.85%
+$315.78 
MCD McDonald's Corporation
+0.82%
+$327.8 
SHLD Global X Defense Tech ETF
+0.77%
+$2,219.52 
TSLA Tesla, Inc.
+0.76%
+$155.76 
MPC Marathon Petroleum Corporation
+0.76%
+$207.93 
IEMG iShares Core MSCI Emerging Markets ETF
+0.73%
+$672.56 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$11,737.38 
VOO Vanguard S&P 500 ETF
+0.71%
+$1,127.53 
BB BlackBerry Ltd.
+0.71%
+$30.6 
CAT Caterpillar Inc.
+0.7%
+$1,196.37 
ROP Roper Technologies Inc.
+0.7%
+$1,068.96 
DFUS Dimensional U.S. Equity Market ETF
+0.69%
+$859.6 
IVV iShares Core S&P 500 ETF
+0.69%
+$189.44 
QTUM Defiance Quantum ETF
+0.67%
+$3,181.9 
GARP iShares MSCI USA Quality GARP ETF
+0.66%
+$33,183.8 
PLTR Palantir Technologies Inc.
+0.65%
+$353.6 
QYLD Global X Nasdaq 100 Covered Call ETF
+0.65%
+$312.92 
CGGR Capital Group Growth ETF
+0.65%
+$34.8 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$7,028.52 
HELO JPMorgan Hedged Equity Laddered Overlay ETF
+0.65%
+$14,624.65 
SPYI NEOS S&P 500 High Income ETF
+0.65%
+$65,392.2 
ITA iShares U.S. Aerospace & Defense ETF
+0.64%
+$15,812.55 
CGDV Capital Group Dividend Value ETF
+0.63%
+$5.89 
RGTI Rigetti Computing Inc
+0.61%
+$17.1 
TER Teradyne, Inc.
+0.6%
+$8.8 
SCHB Schwab U.S. Broad Market ETF
+0.59%
+$548.25 
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
+0.58%
+$45.1 
MO Altria Group, Inc.
+0.57%
+$390 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
+0.57%
+$181.5 
QBTS D-Wave Quantum Inc.
+0.56%
+$42.5 
NOK Nokia Corporation Sponsored ADR
+0.55%
+$26.15 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.53%
+$21.34 
PSX Phillips 66
+0.51%
+$1,770.09 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
+0.49%
+$60,162.35 
MSOS AdvisorShares Pure US Cannabis ETF
+0.47%
+$4 
PNC The PNC Financial Services Group, Inc.
+0.47%
+$76.56 
NSC Norfolk Southern Corporation
+0.46%
+$6,759.64 
OHI Omega Healthcare Investors Inc.
+0.46%
+$25.07 
IWD iShares Russell 1000 Value ETF
+0.44%
+$838.05 
CSX CSX Corporation
+0.42%
+$182.7 
RKLB Rocket Lab Corporation
+0.42%
+$54 
MIN MFS Intermediate Income Trust
+0.42%
+$17.71 
HEGD Swan Hedged Equity US Large Cap Fund
+0.41%
+$20,861.72 
IGM iShares Expanded Tech Sector ETF
+0.41%
+$1,964.75 
PFE Pfizer Inc.
+0.4%
+$33.1 
SFLR Innovator Equity Managed Floor ETF
+0.39%
+$4,197.75 
LPTH Lightpath Technologies Inc.
+0.39%
+$14.8 
TPYP Tortoise North American Pipeline Fund
+0.37%
+$17,160 
AVGO Broadcom Inc.
+0.37%
+$2,321.28 
PG Procter & Gamble Co
+0.37%
+$3,196.43 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$5,088.96 
RDVY First Trust Rising Dividend Achievers ETF
+0.36%
+$138.33 
BAC Bank of America Corporation
+0.36%
+$159.28 
PDBC Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
+0.34%
+$14.94 
AIQ Global X Artificial Intelligence & Technology ETF
+0.34%
+$2,404 
QDPL Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF
+0.33%
+$2,187.42 
MRK Merck & Co., Inc.
+0.32%
+$189.83 
KD Kyndryl Holdings Inc.
+0.3%
+$34.96 
VSNT Versant Media Group, Inc.
+0.28%
+$1 
DLN WisdomTree U.S. LargeCap Dividend Fund
+0.28%
+$59.13 
JPM JPMorgan Chase & Co.
+0.27%
+$921.2 
NULG Nuveen ESG Large-Cap Growth ETF
+0.26%
+$2,217.92 
DGRS WisdomTree U.S. SmallCap Quality Dividend Growth Fund
+0.23%
+$756.98 
MOAT VanEck Morningstar Wide Moat Fund
+0.22%
+$1,126.33 
KRE SPDR S&P Regional Banking ETF
+0.21%
+$2.72 
JNJ Johnson & Johnson
+0.21%
+$16.43 
FIW First Trust Water ETF
+0.2%
+$123.2 
ADI Analog Devices, Inc.
+0.2%
+$60.68 
COWZ Pacer US Cash Cows 100 ETF
+0.2%
+$352.43 
CMI Cummins Inc.
+0.19%
+$31.72 
QUAL iShares MSCI USA Quality Factor ETF
+0.18%
+$550.81 
T AT&T Inc.
+0.17%
+$71.28 
MS Morgan Stanley
+0.17%
+$158.4 
BNY BlackRock New York Municipal Income Trust
+0.16%
+$591.25 
CB Chubb Limited
+0.15%
+$89.57 
DELL Dell Technologies Inc.
+0.14%
+$52.64 
FNDX Schwab Fundamental U.S. Large Company Index ETF
+0.13%
+$84.04 
ISRG Intuitive Surgical, Inc.
+0.1%
+$10.8 
FEZ SPDR Euro Stoxx 50 ETF
+0.1%
+$3,010.14 
IDMO Invesco S&P International Developed Momentum ETF
+0.1%
+$3,792.24 
NUSC Nuveen ESG Small-Cap ETF
+0.1%
+$336.6 
NUE Nucor Corporation
+0.1%
+$54.5 
WM Waste Management, Inc.
+0.1%
+$564.74 
FSK FS KKR Capital Corp.
+0.1%
+$15.04 
AFL Aflac Inc.
+0.09%
+$14.76 
USMV iShares MSCI USA Min Vol Factor ETF
+0.09%
+$173.97 
WMT Walmart Inc.
+0.09%
+$147.4 
ABT Abbott Laboratories
+0.09%
+$45 
RQI Cohen & Steers Quality Income Realty Fund, Inc.
+0.08%
+$371.28 
SOXX iShares Semiconductor ETF
+0.07%
+$705.98 
PENN PENN Entertainment, Inc.
+0.05%
+$10 
TBIL US Treasury 3 Month Bill ETF
+0.04%
+$706.4 
XBIL U.S. Treasury 6-Month Bill ETF
+0.04%
+$428.66 
HDV iShares Core High Dividend ETF
+0.04%
+$24.65 
DIS The Walt Disney Company
+0.03%
+$14.97 
CGNG Capital Group New Geography Equity ETF
+0.03%
+$0.04 
USFR WisdomTree Floating Rate Treasury Fund
+0.02%
+$0.4 
CDNMF EGR Exploration Ltd.
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
HGER Harbor Commodity All-Weather Fund
0%
$0 
IFRA iShares U.S. Infrastructure
0%
$0 
OBIL US Treasury 12 Month Bill Mutual Fund
0%
$0 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
0%
$0 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
0%
$0 
VYM Vanguard High Dividend Yield ETF
0%
$0 
GOF Guggenheim Strategic Opportunities Fund
0%
$0 
EVV Eaton Vance Limited Duration Income Fund
0%
$0 
HONIV Honeywell International Inc.
0%
$0 CGC
CGC
0%
$0 
SPXX Nuveen S&P 500 Dynamic Overwrite Fund
0%
$0 RQIR
RQIRT
0%
$0 
BTZRF Bitzero Holdings Inc.
-10.6%
-$589.7 
NVO Novo Nordisk A/S Sponsored ADR
-8.78%
-$1,010.19 
AAPL Apple Inc.
-7.35%
-$172,743.4 
NXT Nextracker Inc.
-7.25%
-$1,096.68 
EEFT Euronet Worldwide, Inc.
-6.96%
-$299.04 
SYK Stryker Corporation
-6.42%
-$18,184.76 
CLS Celestica Inc.
-6%
-$1,395.9 
LIN Linde plc
-5.95%
-$2,057.68 
SPOT Spotify Technology S.A.
-4.34%
-$113.35 
SHOP Shopify Inc.
-4.29%
-$105 
IBRX ImmunityBio, Inc.
-3.76%
-$14 
AIRJ Airjoule Technologies Corp.
-3.65%
-$480 
SPCX Space Exploration Technologies Corp. Class A
-3.41%
-$229.8 
ETHA iShares Ethereum Trust
-3.03%
-$198 
IBIT iShares Bitcoin Trust
-2.89%
-$693.24 
CRWV CoreWeave, Inc.
-2.88%
-$426 
GEHC GE HealthCare Technologies Inc.
-2.75%
-$353.28 
LUMN Lumen Technologies Inc.
-2.74%
-$9.54 
RKT Rocket Companies, Inc. Class A
-2.71%
-$312.84 
PDM Piedmont Office Realty Trust Inc.
-2.71%
-$192.24 
ASIX AdvanSix Inc.
-2.62%
-$1.08 
ABBV AbbVie Inc.
-2.51%
-$11,387.2 
BHF Brighthouse Financial Inc.
-2.43%
-$15.4 
DLR Digital Realty Trust, Inc.
-2.42%
-$1,401 
XLB Materials Select Sector SPDR Fund
-2.34%
-$1,973.51 
ARKK ARK Innovation ETF Fund
-2.28%
-$2,315.7 
VOD Vodafone Group Public Limited Company American Depositary Receipt
-2.23%
-$26.28 
ARKF Ark Fintech Innovation ETF
-2.1%
-$42.5 
BMBL Bumble Inc.
-2.06%
-$3 
LH Labcorp Holdings Inc.
-2.01%
-$1,766.07 
NFLX Netflix, Inc.
-2%
-$87.6 
APP AppLovin Corporation Class A Common Stock
-1.97%
-$55.79 
LVS Las Vegas Sands Corp.
-1.97%
-$98 
AMD Advanced Micro Devices, Inc.
-1.9%
-$1,432.2 
NWSA News Corporation
-1.89%
-$10.6 
TECX Tectonic Therapeutic Inc.
-1.68%
-$24 
UNH UnitedHealth Group Incorporated
-1.68%
-$360.57 
WH Wyndham Hotels & Resorts, Inc.
-1.64%
-$66.25 
SNOW Snowflake Inc.
-1.62%
-$72.3 
CMPX Compass Therapeutics Inc.
-1.55%
-$6 
GLD SPDR Gold Shares
-1.49%
-$488.94 
CMP Compass Minerals International Inc.
-1.48%
-$44 
IAUM iShares Gold Trust Micro
-1.46%
-$366.6 
GLDM SPDR Gold MiniShares Trust
-1.46%
-$8,205.05 
IAU iShares Gold Trust
-1.46%
-$632.8 
NVS Novartis AG Sponsored ADR
-1.45%
-$1,186.23 
PLUG Plug Power Inc.
-1.44%
-$12 
AVA Avista Corp.
-1.41%
-$11.6 
ACB Aurora Cannabis Inc.
-1.41%
-$0.04 
AMRZ Amrize Ltd.
-1.39%
-$2.76 
ASML ASML Holding N.V. New York Registry Shares
-1.36%
-$112.2 
LOUP Innovator Deepwater Frontier Tech ETF
-1.29%
-$469.53 
JETS U.S. Global Jets ETF
-1.26%
-$108.4 
JOBY Joby Aviation, Inc.
-1.24%
-$162 
NEE NextEra Energy, Inc.
-1.15%
-$169.68 
TXN Texas Instruments Inc
-1.08%
-$238.58 
LOW Lowe's Companies Inc.
-1.08%
-$1,312.06 
MCK McKesson Corporation
-1.08%
-$6,104.61 
EDV Vanguard Extended Duration Treasury ETF
-1.06%
-$310.4 
SRVR Pacer Data & Infrastructure Real Estate ETF
-1.06%
-$97.02 
TAN Invesco Solar ETF
-1.02%
-$36.21 
INTC Intel Corporation
-1.02%
-$306.9 
ARKW ARK Next Generation Internet ETF
-1.02%
-$1,173.12 
DKNG DraftKings Inc.
-1.01%
-$300 
FOXA Fox Corporation
-1%
-$15.93 
UPS United Parcel Service, Inc.
-1%
-$2,074.8 
XOM Exxon Mobil Corporation
-0.97%
-$2,995.74 
MET MetLife Inc.
-0.97%
-$111.86 
EWJ iShares MSCI Japan ETF
-0.96%
-$88.2 
ALC Alcon Inc.
-0.96%
-$55.61 
RFI Cohen & Steers Total Return Realty Fund, Inc.
-0.95%
-$4,478.98 
MORT VanEck Mortgage REIT Income ETF
-0.92%
-$2,964.24 
GILD Gilead Sciences Inc.
-0.81%
-$75.97 
KMB Kimberly-Clark Corporation
-0.8%
-$23.76 
RSPU Invesco S&P 500 Equal Weight Utilities ETF
-0.78%
-$23,341.76 
ARM Arm Holdings plc American Depositary Receipt
-0.77%
-$92.5 
PYPL PayPal Holdings Inc
-0.76%
-$4.4 
VHT Vanguard Health Care ETF
-0.76%
-$98.28 
AWP abrdn Global Premier Properties Fund
-0.74%
-$3,645.9 
ED Consolidated Edison, Inc.
-0.74%
-$100.44 
SPDW SPDR Portfolio Developed World ex-US ETF
-0.71%
-$289.08 
MAR Marriott International Inc. - Class A
-0.71%
-$180.2 
CGMS Capital Group U.S. Multi-Sector Income ETF
-0.7%
-$0.76 
IYH iShares U.S. Healthcare ETF
-0.7%
-$68.16 
RWK Invesco S&P Midcap 400 Revenue ETF
-0.69%
-$36,370.88 
CGCP Capital Group Core Plus Income ETF
-0.68%
-$2.25 
BRO Brown & Brown Inc.
-0.66%
-$6.11 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.66%
-$2,121.09 
CGCB Capital Group Core Bond ETF
-0.66%
-$2.55 
EFAA Invesco MSCI EAFE Income Advantage ETF
-0.65%
-$16,997.06 
AMGN Amgen Inc.
-0.64%
-$5,136.1 
IEFA iShares Core MSCI EAFE ETF
-0.64%
-$101.43 
GS The Goldman Sachs Group, Inc.
-0.63%
-$576.72 
ESGD iShares ESG Aware MSCI EAFE ETF
-0.61%
-$2,129.92 
REET iShares Global REIT ETF
-0.59%
-$22.44 
ROST Ross Stores, Inc.
-0.59%
-$429 
XLV Health Care Select Sector SPDR Fund
-0.59%
-$537.38 
FNDF Schwab Fundamental International Large Company Index ETF
-0.59%
-$106.88 
PRU Prudential Financial, Inc.
-0.56%
-$533.37 
ICF iShares Cohen & Steers Realty Majors ETF
-0.55%
-$136.42 
WAB Wabtec Corporation
-0.55%
-$8 
VNQ Vanguard Real Estate ETF
-0.54%
-$22.68 
CGXU Capital Group International Focus Equity ETF
-0.54%
-$7.92 
LLY Eli Lilly and Company
-0.53%
-$245.2 
BR Broadridge Financial Solutions, Inc.
-0.53%
-$215.66 
FTNY Franklin New York Municipal Income ETF
-0.51%
-$57.56 
XLRE The Real Estate Select Sector SPDR Fund
-0.51%
-$2,398.9 
ROM ProShares Ultra Technology ETF
-0.5%
-$1,069.25 
ALL Allstate Corporation
-0.49%
-$191.1 
NNY Nuveen New York Municipal Value Fund, Inc.
-0.48%
-$2,593.96 
IWM iShares Russell 2000 ETF
-0.47%
-$814.53 
IWMI Neos Russell 2000 High Income ETF
-0.47%
-$13,856.44 
PEP PepsiCo, Inc.
-0.46%
-$464 
DVY iShares Select Dividend ETF
-0.45%
-$475.19 
TEL TE Connectivity plc
-0.43%
-$63.19 
HD The Home Depot, Inc.
-0.42%
-$2,542.35 
CBU Community Bank System, Inc.
-0.41%
-$810.01 
VMBS Vanguard Mortgage-Backed Securities Fund
-0.41%
-$255.55 
XMLV Invesco S&P MidCap Low Volatility ETF
-0.41%
-$131.88 
VGT Vanguard Information Technology ETF
-0.38%
-$20,609.9 
AXP American Express Company
-0.38%
-$2,336.78 
MDT Medtronic plc
-0.37%
-$101.76 
VIG Vanguard Dividend Appreciation ETF
-0.37%
-$4,142.05 
VNLA Janus Henderson Short Duration Income ETF
-0.36%
-$432.6 
FDVV Fidelity High Dividend ETF
-0.35%
-$23,704.78 
RIO Rio Tinto Plc Sponsored ADR
-0.34%
-$1,794.54 
MTB M&T Bank Corporation
-0.29%
-$298.2 
IWR iShares Russell Mid-Cap ETF
-0.28%
-$943.02 
IEF iShares 7-10 Year Treasury Bond ETF
-0.28%
-$10,129.08 
WDFC WD-40 Company
-0.27%
-$126.48 
VBK Vanguard Small-Cap Growth ETF
-0.27%
-$57.04 
VTV Vanguard Value ETF
-0.27%
-$1,567.01 
HIX Western Asset High Income Fund II Inc.
-0.26%
-$84.22 
IJJ iShares S&P Mid-Cap 400 Value ETF
-0.26%
-$90.06 
COST Costco Wholesale Corporation
-0.24%
-$1,397.62 
JRS Nuveen Real Estate Income Fund
-0.23%
-$22.82 
JHSC John Hancock Multifactor Small Cap ETF
-0.23%
-$50.27 
XLK State Street Technology Select Sector SPDR ETF
-0.22%
-$786.58 
FLG Flagstar Bank, National Association
-0.21%
-$46.71 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.2%
-$22.56 
XJH iShares ESG Screened S&P Mid-Cap ETF
-0.2%
-$544.91 
NRK Nuveen New York AMT-Free Quality Municipal Income Fund
-0.19%
-$70.76 
QRVO Qorvo Inc.
-0.19%
-$0.17 
EPD Enterprise Products Partners L.P.
-0.18%
-$74.06 
SUSC iShares ESG Aware USD Corporate Bond ETF
-0.18%
-$100.88 
DFAS Dimensional U.S. Small Cap ETF
-0.17%
-$109.2 
RSP Invesco S&P 500 Equal Weight ETF
-0.17%
-$9,961.66 
DFAT Dimensional US Targeted Value ETF
-0.15%
-$135.63 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
-0.15%
-$18,503.16 
VFH Vanguard Financials ETF (primary ticker: VFH)
-0.14%
-$15.2 
IDV iShares International Select Dividend ETF
-0.14%
-$30.72 
MDY SPDR S&P MidCap 400 ETF Trust
-0.13%
-$128.76 
SCHP Schwab U.S. TIPS ETF
-0.12%
-$207.09 
IJH iShares Core S&P Mid-Cap ETF
-0.11%
-$59.92 
HYD VanEck High Yield Muni ETF
-0.1%
-$4.25 
UTWO U.S. Treasury 2-Year Note ETF
-0.07%
-$1,854.58 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.06%
-$932.25 
STIP iShares 0-5 Year TIPS Bond ETF
-0.05%
-$83.15 
VO Vanguard Mid-Cap ETF
-0.05%
-$2,612.24 
FULT Fulton Financial Corporation
-0.04%
-$2.11 
SCHO Schwab Short-Term U.S. Treasury ETF
-0.04%
-$63.58 
IJR iShares Core S&P Small-Cap ETF
-0.03%
-$20.55 
TGT Target Corporation
-0.01%
-$0.42 
JHMM John Hancock Multifactor Mid Cap ETF
-0.01%
-$10.78 
SHY iShares 1-3 Year Treasury Bond ETF
-0.01%
-$134.62 Events
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Dividends
Dividend Analysis
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| Trades 2264 | Longs Won 1478/2264 65% | Profit Factor 9.79 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $88,304.31 |
| Average Win $21,834.18 | Best Trade (Aug 14) $2.13M | Sharpe Ratio -242.63 |
| Average Loss -$4,193.44 | Worst Trade (Mar 31) -$211,792.61 | Z-Score 9.84 (100%) |
| Commissions $0 | Avg. Trade Length 9m 2w 4d | Expectancy $12,798.09 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 41,667 | 37,500 | 33,333 | 29,167 | 25,000 | 20,833 | 16,667 | 12,500 | 8,333 | 4,167 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 7,045 | $1.72M | $2.18M | - | $459,986.53 | 26.8% | -7.354% |
| ABAT American Battery Technology Company | 1,264 | $3,109 | $2,641.76 | - | -$467.24 | -15.03% | +2.451% |
| ABBV AbbVie Inc. | 1,760 | $332,974.97 | $441,654.4 | - | $108,679.43 | 32.64% | -2.513% |
| ABT Abbott Laboratories | 500 | $61,777.07 | $52,850 | - | -$8,927.07 | -14.45% | +0.085% |
| ACB Aurora Cannabis Inc. | 1 | $4.25 | $2.79 | - | -$1.46 | -34.35% | -1.413% |
| ACM Aecom | 330 | $33,461.52 | $23,888.7 | - | -$9,572.82 | -28.61% | +0.878% |
| ADI Analog Devices, Inc. | 82 | $17,422 | $30,127.62 | - | $12,705.62 | 72.93% | +0.202% |
| ADP Automatic Data Processing Inc. | 541 | $158,443.31 | $144,154.85 | - | -$14,288.46 | -9.02% | +0.982% |
| AFL Aflac Inc. | 123 | $13,660.71 | $15,680.04 | - | $2,019.33 | 14.78% | +0.094% |
| AIQ Global X Artificial Intelligence & Technology ETF | 12,020 | $603,798.68 | $707,857.8 | - | $104,059.12 | 17.23% | +0.341% |
| AIRJ Airjoule Technologies Corp. | 3,000 | $7,530 | $12,690 | - | $5,160 | 68.53% | -3.645% |
| AIRJW Power & Digital Infrastructure Acquisition II Corp. Warrant | 2,000 | $1,852.5 | $2,220 | - | $367.5 | 19.84% | +3.738% |
| ALC Alcon Inc. | 83 | $7,368.51 | $5,722.02 | - | -$1,646.49 | -22.34% | -0.963% |
| ALL Allstate Corporation | 147 | $30,479 | $38,819.76 | - | $8,340.76 | 27.37% | -0.49% |
| AMAT Applied Materials, Inc. | 81 | $12,719.2 | $41,121.27 | - | $28,402.07 | 223.3% | +1.176% |
| AMD Advanced Micro Devices, Inc. | 155 | $20,245.43 | $73,803.25 | - | $53,557.82 | 264.54% | -1.904% |
| AMGN Amgen Inc. | 2,071 | $572,565.63 | $797,666.36 | - | $225,100.73 | 39.31% | -0.64% |
| AMRZ Amrize Ltd. | 4 | $194 | $195.64 | - | $1.64 | 0.85% | -1.391% |
| AMZN Amazon.com Inc | 3,151 | $676,380.99 | $855,748.55 | - | $179,367.56 | 26.52% | +15.321% |
| ANET Arista Networks, Inc. | 3,790 | $554,779.63 | $683,526.54 | - | $128,746.91 | 23.21% | +5.456% |
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FAQ
Which stocks have generated the highest profits for Craig M. Pesce?
The largest contributions to the portfolio's profits come from the following stocks: VanEck Morningstar Wide Moat Fund - $974,894.95, Vanguard Intermediate-Term Corporate Bond Fund - $842,285.56, Vanguard Information Technology ETF - $771,111.63, Invesco S&P 500 Equal Weight ETF - $741,734.75, and Vanguard Dividend Appreciation ETF - $649,874.26. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
Which stocks have generated the largest losses for this investor?
The largest losses in the portfolio are associated with the following stocks: Pacer US Small Cap Cash Cows 100 ETF - $209,376.78, ServiceNow, Inc - $188,021.74, Leidos Holdings Inc - $173,666.13, iShares Core S&P Small-Cap ETF - $146,768.72, and Global X Defense Tech ETF - $116,549.21. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Craig M. Pesce's portfolio generate?
The portfolio generates substantial dividend income, with a total of $5.47M earned over time. The largest contributors to dividend income include Vanguard Intermediate-Term Corporate Bond Fund - $831,823.43, NEOS S&P 500 High Income ETF - $518,162.24, Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF - $269,028.88, Fidelity High Dividend ETF - $231,755.27, and WisdomTree U.S. Quality Dividend Growth Fund - $218,528.66. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Craig M. Pesce's monthly returns?
Craig M. Pesce's monthly returns look fairly stable overall, although some fluctuations are still visible. The performance pattern suggests a strategy that remains reasonably controlled from month to month, even if it is not completely smooth. This may appeal to users looking for a balance between steadier results and meaningful upside potential.
Can Craig M. Pesce's strategy be considered aggressive or moderate?
Craig M. Pesce's strategy leans toward a moderately conservative profile. While there is still some exposure to market fluctuations, the overall structure and risk levels suggest a focus on maintaining stability rather than pursuing aggressive growth.
Should beginners follow Craig M. Pesce's strategy?
Craig M. Pesce's strategy may be suitable for beginners, but with some caution. While the overall approach is not overly complex, it still involves a certain level of risk and variability. Beginners should be prepared for occasional fluctuations and ensure they understand the strategy before trying to follow it.
